Win, keep and grow customer accounts through coordinated account plans building stronger customer relationships and delivering mutual business value.
Win, keep and grow customer accounts by embedding your account development planning methodology in Salesforce.com.
Make the most of your existing Salesforce data. No duplications. Accessible to everyone.
Easily integrates with your Accounts page and drives the right behaviours through tasks and events. A clear plan for developing your accounts.
We understand that one size doesn't fit all. Create flexible plans that match the size and complexity of your customers.
Plan2Prosper helps you to understand your customer.
Uncover your customers strategic initiativesPlan2Prosper will lead you to uncover your true business value, as opposed to leading on product or price.
Define and agree long term, mutual business valueEvolve your account plan through to a win/win, where your customer is as important to you as you are to them; The ultimate goal.
Build and grow trustThorough and efficient planning will evolve your account relationships from suppliers, to trusted advisors and eventually to business partners. Helping you shape your customer requirements, as opposed to simply reacting to them.
A living, breathing, dynamic plan.
It's in Salesforce.comPlan2Prosper promotes collaborative, team account planning and the actions that follow via Salesforce Tasks and Events. No duplicates ensure that there is only ever one version of the truth.
Progress your planCreate and build a cohesive plan, in line with the strategic direction across the entire virtual team. Uncover every aspect of your accounts in order to retain and expand.
Optimise Tasks and Events to manage activitesManage and prioritize all activities across the account and view interdependencies in a Gantt chart format.
A measure for management.
Create a consistent status across all plansThe benchmark measure across all accounts enables a consistent, non-fiscal status view.
Promotes thoughtful, creative thinkingEvidence based rationale promotes intelligent thinking. This allows management to challenge the understanding of their team
Helps managers drive the appropriate behaviours and activitiesBy deploying standard SFDC reports and dashboards, management can view account status' and activities to help drive the appropriate sales behaviours.
A collaborative tool, accessible by all.
Engage the entire teamOne consistent plan, adopted by the entire virtual team.
Encourage team participation and sellingHaving your account plan central to the Salesforce CRM platform enables collaboration - both horizontal and vertical - in order to leverage all resource available to win across all disciplines.
Enagage your customer to achieve win/winThe ultimate measure of business relationship. Share your plan to gain full commitment and endorsement.
Build your own Plan2Prosper Playbook.
Now you can tailor your playbook so that it reflects not only your language and world class best practices, but meets your organisation’s specific needs.
- Significant Value Derived
- Significant Wins and Losses
- Service History
- Relationship Status
- Mutual Business Value
- Relationship Plan
- The Vital Few
- Fiscal Objectives
Not only is the tool great, but also the level of service they provide to their clients is amazing.S, Jung. Cleverbridge